I’ve been going to ACUMA meetings for the last few years and heard a continuous chorus of dissatisfaction with the current community of sub-servicing options available to credit unions and mortgage focused CUSOs. Customization, price, system integrations, technology obsolescence are all reasons that we think that the time is right for a CU/CUSO owned subservicing…
Research and design prototype Personal Financial Management (PFM) and Business Financial Management (BFM) solutions. Create Know Your Money (KYM) and Know Your Small/Medium Enterprise (KYSME) dashboards.
Consider a more orchestrated sales plan for CU*BASE nationally. What does it mean to group providers for CU*Answers to add another territory or potentially open a storefront in a new territory?
It is recognized that many of the potential on-going strategic benefits of Site4 have yet to be realized. The broader strategic value of this network asset will remain untapped until the network owners and partners contribute those services necessary to solidify and stabilize the firm in 2018, including a CEO mentor (paid), administrative assistant and…
Collaborative effort of Site4 partners to develop the “SmartOperator +” operations programming initiative. The primary objective of this initiative is to optimize all operational processes. It will increase automation of operations, reduce human operator inputs, add error checking and process logging protocols. This will benefit all three core processors and Site4.
Develop and invest in a network based solution that would seamlessly seek to identify a loan solution for every member who requests a loan, regardless of loan type, credit history, loan terms,available liquidity or any individual credit union lending constraints. A member with the need for a loan does not stop searching for a loan…
Design joint investment and ownership opportunity in data analytics business (Asterisk Intelligence) and further support for building data analysis skill sets in our clients … regional boot camps.
Identify the network support and budget necessary to build national awareness and education campaign for the networked business model. Identify venues and primary marketing and education strategy for CU industry and interested participants.
Build an entrepreneurial network that brings sustainable and strategically impactful collaborative innovation to the CU industry. Develop 2018 Business plan 1. Calendar 2. Budget 3. Agenda 4. Governance Documentation
CEOs and CU*a.com partners, partner with credit unions on specialized engagement, developing guidelines to free CU to work for others-GIG employees. For example: 1. Succession Planning 2. HR Support/Talent Searches 3. Leadership Development